PLANADVISER Weekend Newsdash
Week ending May 9th, 2016
NOTE FROM THE EDITOR
For most retirement plan advisers, building up a book of business is about much more than adding AUA. It’s also about getting involved in work that matters—building new relationships that will, over time, strengthen the retirement outcomes of real people. But retirement plan advisories are still businesses, with balance sheets and staffing needs like any other. This week our roundup offers practical tips, strategies and best practices for building a skilled and dedicated advisory team.
Editor's choice
Scouting for Recruits
Steve Cunha, founder of the retirement plan services department at Baystate Financial Services, has a particular sweet spot in mind when hiring new advisers: “I look for someone who’s been around long enough to know he wants to be in this business, to understand the overall picture, but not so long he’s accumulated bad habits.” Read more >
Fidelity Warns Advisers to Get Smart on Firm Value
A new cut of the Fidelity RIA Benchmarking Study shows many in firm leadership positions struggle to understand and articulate practice value, leading to confusion and miscommunication during one-off events, such as an ownership transition, but also during the normal course of business.  Read more >
Recruiting Techniques That Work
We asked, you answered. How are you recruiting new advisers? Advisers took our survey and shared favorite questions, techniques and a few methods some peers may not have thought of. Read more >
Confidence Key to Advancing Female Advisers' Careers
At a February conference by Edward Jones for female advisers, nearly 80% of the attendees said confidence is among the biggest factors impacting leadership, success and fulfillment in a career. Half of those surveyed also say confidence is the single most important tool in career advancement. Read more >
Being a Millennial Financial Adviser
Those Millennials who are already working in the advisory industry are concentrated in firms that recognize that they need to add younger talent and are putting in effective processes to make that happen. Read more >
MOST POPULAR STORIES
The 2022 Retirement Landscape Takes Shape

The U.S. faces a $4 trillion retirement savings gap heading in the new year, but both public and private solutions are coming online to help more people prepare adequately for life after work.

Asset Managers Weigh In on DC Plan Investment Trends

They foresee growth in the use of CITs, retirement income products and ESG investments.

Launch Announced for MarylandSaves State-Run Retirement and Emergency Savings Program

The plan will automatically convert savers’ assets to a monthly paycheck at retirement unless they opt out of doing so.

Plaintiffs File ERISA Excessive Fee Lawsuit Against VCA

The lawsuit claims the veterinary hospital network’s retirement plan, which has more than $500 million in assets, should have paid lower fees for recordkeeping and administrative services.

Retirement Industry People Moves

Portfolio Evaluations adds senior fiduciary consultant; Voya Investment Management to acquire Tygh Capital Management; and Alan Biller and Associates makes key promotions.

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